The Sam Bernstein Law Firm Pll 401(k) Profit Sharing Plan & Trust
Sponsored by The Sam Bernstein Law Firm Pllc · EIN 271466737 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 148
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner | Investment advisory (plan) | $37,026 |
| Paychex, Inc. | Recordkeeping | $20,275 |